Business Plans

By Frank Roberts, CFP/MBA

 

 

Highly qualified professional with a wealth of knowledge to help you develop an effective and efficient business plan.  (See Resume on this site)  Gained experience serving as an internationally successful company president, NYSE member firm corporate finance department associate, corporate finance consultant, and financial advisor (CFP).  

 

To find out more about how I can help you, please email me at frank_roberts@cox.net or call me at 480-460-1031 (Phoenix, AZ).  The business plan process begins with (1) your understanding that you need business plan assistance; (2) your sharing your business plan objective with me; (3) your determining, in our initial conversations and correspondence, my experience relative to your project, my ability to understand what you want to accomplish, my trustworthiness, and my commitment to your task; and (4) your receiving a "not to exceed" cost for completing your plan.  There is no charge for my time during these first four steps.

 

I appreciate your reviewing this site and your considering me for assisting you with your business plan project.